Customer Success Consultant Job at Planview Incorporated – in Bengaluru, Karnataka

Job Description

Overview: Customer Success Specialist uses technology to drive one-to-many communication at scale; a CSP analyzes data
to spot trends and proactively engage with customers.

Planview is looking for a Customer Success Specialist to help ensure our mid-tier customers more deeply adopt
our Planview Products so they can move up the prescribed adoption journey and realize the value of their
purchase, expand their Planview product footprint, become stronger advocates, and remain Planview customers
for life.

To do so, the CSP optimizes and expands multi-channel (like, in-app, emails, webinars, other 1: Many and 1: some)
programs to drive customer adoption and retention efficiently and effectively at scale.
This role will report directly to the Manager, Customer Success, and will work with other cross-functional teams –
Customer Success Managers, Product Marketing teams, Product Management, Sales, Operations, and others as

Hybrid-Remote work in Bengaluru, India

  • Engage in proactive communication with customers via e-mails, chat tools and telephone.
  • Become proficient in Planview’s portfolio of products supporting the SPM (Strategic Portfolio Management), PPM (Project Portfolio Management), EAP (Enterprise Agile Planning) and PSA (Professional Services Automation) solution markets.
  • Coordinate digital content for various customers depending on the customer persona (playbooks,

strategies, plans, videos, tutorials, product walkthroughsDevelop and implement engaging adoption campaigns through various channels like Email, Gainsight CTA, Gainsight Playbooks, Customer Webinars, Inner Circles, 1: Some Strategy Sessions, etc.

  • Team with other Customer Success Specialists to share a portfolio of 150-500 customers
  • Track and report critical metrics (adoption, usage, Health checks, Net Promoter Score)
  • Review customer success journey program content, identifying content gaps and content to be updated,

and collaborate with internal subject matter experts and customers to develop critical content as

  • Document all customer interactions in Gainsight capturing necessary details for continued follow up by

other team members

  • Represent the customer whilst working with teams across the organization to ensure a singular and

stellar customer experience with Planview.


  • Bachelor of Arts or Sciences (BA/BS) degree or equivalent job experience.
  • Previous experience in a customer services role helping customers grow in their knowledge and achieve greater value from their solution.
  • 2-5 years of experience in the Project Portfolio Management (PPM) space as a Technical Account.
  • Manager (TAM) / Professional Services (PS) / Customer Care (CC) or individual using a PPM solution working with waterfall and/or agile methodologies
  • Gainsight NXT and SFDC experience is preferred.
  • Strong knowledge of Organizational Change Management, PPM/PSA business processes and business strategies
  • Working knowledge of the project management or professional services, managed services, embedded services industry including knowledge of leading practices.
  • Experience working with Planview products preferred.
  • Fluent in English.

Great Benefits and Fun Perks :

  • We offer highly competitive benefits packages for every lifestyle.
  • No one likes working in a box, right? That’s why in our office locations we have open work environments with optional standing desks, soft drinks, gourmet coffee machines and fresh fruit to get your day going
  • We believe in regular fun office events and monthly happy hours!
  • We offer flexible work hours and we are family friendly.

Planview is an Equal Opportunity Employer

Location: No 74,prestige ferozes,2nd floor,sampangi rama temple road,earlier cunningham road,vasanthnagar, Bengaluru, Karnataka

Job Type: Full-time

About Company

Company: Planview Incorporated –

Company Location:  Bengaluru, Karnataka

Job Category: Healthcare Jobs, Health & Medicine Jobs, Pharamceutical Jobs, Nusring Jobs

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About Planview Incorporated -